# Stephen Seo

> Stephen Seo is a fee-only financial advisor at L&S Advisors in Los Angeles, California, who holds the CFA credential. L&S Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-seo/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** L&S Advisors
- **Based in:** Los Angeles, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $1.16B across 1,095 accounts
- **Credentials:** CFA
- **Works with:** Ultra high net worth, Retirees, Divorced individuals, Multi-generational families
- **CRD:** 5766720 (https://adviserinfo.sec.gov/individual/summary/5766720)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2013)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://www.lsadvisors.com

## Frequently asked questions

### Is Stephen Seo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and L&S Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stephen charge for financial advice?

Stephen's firm, L&S Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Stephen Seo based?

Stephen Seo is based in Los Angeles, California.

### What credentials does Stephen Seo hold?

Stephen Seo holds the CFA credential.

### Is Stephen Seo registered with the SEC?

Yes. Stephen Seo is registered as an investment adviser representative in CA (CRD 5766720), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does L&S Advisors manage?

L&S Advisors reports $1.16B across 1,095 accounts in assets under management.

### How do I contact Stephen Seo?

Through Stephen's website, www.lsadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5766720): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.lsadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.